Original filing (PDF)20251017131906NAL0003987219001

NORTHSIDE HOSPITAL, INC.

Name: NORTHSIDE HOSPITAL, INC. — NORTHSIDE HOSPITAL, INC. PENSION PLAN, Form 5500 (2024)
Creator: NORTHSIDE HOSPITAL, INC.

Form 5500

FILING_RECEIVED

NORTHSIDE HOSPITAL, INC. PENSION PLAN

Defined-benefit pension plan

Signals · 3

66% in single holding20% employer stockNo recordkeeper disclosed

Active participants

21,530

Accounts w/ balance

—

Plan assets (EOY)

$1.7B

Net assets (EOY)

$1.7B

How this plan invests

This plan

2 pooled trusts

Schedule D

94 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHSIDE HOSPITAL, INC..

Plan sponsor

Name

NORTHSIDE HOSPITAL, INC.

EIN

58-1954432

Address

1000 JOHNSON FERRY ROAD NE · ATLANTA, GA · 303421611

Phone

(404) 851-8000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-17

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

DELOITTE & TOUCHE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

94 direct securities · 2 pooled funds· $1.7B(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$1.2B

1 holding

Other securities

$378.8M

87 holdings

Common Stock

$87.8M

7 holdings

Pooled Separate Account

$6.6M

1 holding

					% of plan
BLACKROCK PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-4299518 / PN 001	Common Collective Trust	—	—	$1.2B	70.7%
22 MARKET VALUEMARKET PRICE	Other securities	—	—	$313.0M	18.6%
BROKER: MLPFS INC/FIXED INCOME SHARESPAR VALUE	Common Stock	—	—	$73.3M	4.4%
PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	—	$6.6M	$6.6M	0.4%
1,740,000.00001,100,000.00004,900,000.00004,600,000.00001,610,000.00001,565,000.00001,395,000.00001,405,000.00002,430,000.00002,260,000.0000 BROKER: CITADEL SECURITIES INSTITUTION	Other securities	—	$1.1M	$5.8M	0.3%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$405K	$5.3M	0.3%
ACCOUNT C110212SHARESPAR VALUE8,130,000.0001,030,000.0006,070,000.000	Other securities	—	$9.5M	$5.1M	0.3%
2,380,000.0000BROKER: HSBC SECURITIES, INC.2,130,000.00002,070,000.00001,180,000.00001,720,000.00001,695,000.00001,090,000.00001,015,000.0000	Common Stock	—	$1.0M	$4.8M	0.3%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$1.5M	$4.0M	0.2%
2,180,000.00001,650,000.00001,720,000.00001,750,000.00002,030,000.00002,680,000.00001,940,000.00002,025,000.00002,380,000.00002,000,000.00002,925,000.0000 BROKER: CHASE SECURITIES, INC.	Common Stock	—	$2.0M	$2.9M	0.2%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$2.8M	0.2%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$2.7M	0.2%
BROKER: MITSUBISHI UFJ SECURITIES (USA1,500,000.00002,580,000.00002,510,000.00	Other securities	—	$2.5M	$2.6M	0.2%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$2.5M	0.1%
1,405,000.00001,405,000.00004,325,000.00003,910,000.00003,070,000.00002,445,000.00001,030,000.00001,025,000.00002,150,000.0000BROKER: RBC CAPITAL MARKETS CORP	Common Stock	—	$1.0M	$2.1M	0.1%
BROKER: MORGAN STANLEY & CO. INC1,560,000.00001,365,000.0000	Common Stock	—	$1.4M	$2.1M	0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$2.0M	0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$2.0M	0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$2.0M	0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$1.8M	0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$3.5M	$1.8M	0.1%
ACCOUNT C110212SHARESPAR VALUE2,990,000.000	Other securities	—	$3.0M	$1.8M	0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$1.7M	<0.1%
ACCOUNT C110212SHARESPAR VALUE1,550,000.000	Other securities	—	$1.6M	$1.6M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$1.4M	<0.1%
2,755,000.00001,370,000.00002,470,000.00001,200,000.00001,515,000.00001,410,000.0000 BROKER: GOLDMAN, SACHS & CO.	Common Stock	—	$1.5M	$1.4M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$1.3M	<0.1%
ACCOUNT C110212SHARESPAR VALUE1,607,000.000	Other securities	—	$1.6M	$1.3M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$1.3M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$74K	$1.3M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$1.3M	$1.3M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$1.2M	<0.1%
1,955,000.00001,935,000.0000 1,985,000.00001,635,000.00002,365,000.00001,300,000.00001,160,000.0000BROKER: SALOMON SMITH BARNEY INC/SAL	Common Stock	—	$1.3M	$1.2M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$1.1M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$1.6M	$1.0M	<0.1%
PAGE	Other securities	—	$1.0M	$1.0M	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$2.0M	$1.0M	<0.1%
1614 COST	Other securities	—	—	$905K	<0.1%
ANN 1,615,415.	Other securities	—	$1.6M	$776K	<0.1%
ACCOUNT C110212SHARESPAR VALUE1,985,000.000	Other securities	—	$780K	$775K	<0.1%
ACCOUNT C110212SHARESPAR VALUE9,730,000.000 4,986,000.000	Other securities	—	$5.0M	$570K	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$427K	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$396K	<0.1%
ACCOUNT C110212SHARESPAR VALUE1,605,000.000	Other securities	—	$1.6M	$380K	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$3.7M	$370K	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	—	$355K	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$970K	$330K	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$1.1M	$220K	<0.1%
ACCOUNT C110212SHARESPAR VALUE	Other securities	—	$1.1M	$210K	<0.1%
ANN	Other securities	—	—	$161K	<0.1%

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